How E-Signing Works
A step-by-step guide to the client signing experience, from opening the link to completing the signature.
Gilded includes built-in electronic signatures for contracts and combined documents. Signatures are legally binding under the ESIGN Act and UETA, which means they hold the same legal weight as ink-on-paper signatures for wedding planning agreements.
Here is what your client experiences when they receive a document to sign, and what happens on your end.
What Your Client Sees
When your client clicks the link in their email, they land on a secure signing page. The process has four steps:
Step 1: Consent to E-Sign
Before viewing the document, your client is asked to consent to using electronic signatures. This is a legal requirement — they confirm they agree to sign electronically and that their e-signature is as valid as a handwritten one.
Step 2: Review the Document
Your client reads through the full document. The content is rendered as a formatted PDF with your branding — logo, colors, and fonts all match the brand preset you applied in the builder.
Step 3: Initial Key Sections
If you marked any sections as requiring initials (like cancellation policy or payment terms), your client must place their initials on each of those sections before proceeding. This confirms they have read and acknowledged each important clause.
The sections that need initials are clearly marked so your client knows where to stop and initial.
Step 4: Sign at the Bottom
At the end of the document, your client places their full electronic signature in the signature field. Once they sign, the document is finalized on their end.
Multiple Signatories
If you added multiple signatories — for example, Client, Partner, and Planner — each person receives their own unique signing link and signs independently. The document is not considered fully executed until every signatory has completed their signature.
You can track who has signed and who is still pending from the event detail page.
Signing as the Planner
If you are listed as a signatory, you sign from within your Gilded dashboard — not from the client email link. Open the event and click Sign Agreement in the action panel (your dashboard also surfaces a Sign Now item for documents waiting on you). This opens a dedicated signing screen where you review the document and add your signature.
Between Signatures
When some signatories have signed but others have not, the document is in a partially signed state. Here is what to expect:
- Your client sees a confirmation screen: "You've signed! Waiting on other signatures." They cannot download the final document yet.
- Your event page shows a status like "Awaiting Your Signature" if the client has signed but you have not yet. Click Sign Agreement in the action panel to complete your part.
- The workflow does not advance until every signatory has signed. Payment requests and other next steps are not available until the document is fully executed.
If you are the last signatory, signing completes the document immediately and the workflow moves forward.
When Someone Won't Sign
If one member of the couple can't or won't sign, you're not stuck waiting:
- Waive a signature. Once the other couple member has signed, you can waive the missing signer from the event's documents card and the agreement completes without them.
- Resend the signing link. If a signer simply lost the email, use Resend signing link to send it again — this does not reset anyone's existing signature.
Reopening an Executed Document
Already fully executed but a partner now wants to sign after all? Use Add a signature on the event's documents card — Gilded re-adds them, moves the document from signed back to awaiting-signature, and emails a fresh signing link. The event's payment status is left untouched, and a new fully executed PDF regenerates once they sign.
After Everyone Signs
Once all parties have signed, the document status moves to Signed and the event workflow advances automatically. At this point:
- A fully executed PDF is generated and stored securely
- Your client can revisit their link to view and download the signed document
- You can view the executed document and download the records from the event detail page
Viewing the Signed Document
When you open a fully executed document in Gilded, it renders in-app as a formatted page — not just an embedded PDF file. The document shows a Signed badge and a "Fully executed" date, with every party's signature and initials displayed inline exactly where they signed.
From this view you have three actions in the header:
- Save as Template — reuse the document's structure for future clients
- Signed PDF — download the fully executed PDF
- Audit Log — download the audit record for the signature (see below)
The Audit Log
Every signature is backed by an audit record you can download on demand with the Audit Log button. It's a PDF documenting who signed, when (with timestamps), from what IP address, and a content fingerprint of the document that was signed — the paper trail you'd want if a signed agreement were ever questioned.
Signed Document Access
Both you and your client have ongoing access to the signed document:
- Your client can revisit their original link to view the signed document and download it
- You can view the executed document and download the Signed PDF and Audit Log from the document on your event page
Security and Legal Validity
Every signature is captured with a detailed audit trail that includes timestamps, IP addresses, and a record of each step in the signing process, along with a content fingerprint of the signed document. You can download this as the Audit Log PDF at any time. This provides the documentation you need if a signed agreement is ever questioned.
Next Steps
After a contract is signed, you are ready to collect payment. Learn about Setting Up Payments to start accepting payments from your clients.